Vault-13

CBIZ INC CBZ

COM · Common Stock · CUSIP 124805102

National provider of financial, insurance and advisory services in the U.S.

269 institutional holders +9 vs Q4 2023
52,080,97152.1m shares reported held*
103.9% of all shares outstanding*
$4.1bnreported value*
36 new 78 added 113 reduced 26 sold out net bought ≈ $321.7m (+4.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.3m this quarter). Holder counts are more reliable. Shares outstanding: 50.1m as of 2024-04-19, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $78.50. Options: 4 managers hold calls ($4.2m notional), 2 hold puts ($149.2k).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 209Q4 22: 228Q1 23: 228Q2 23: 234Q3 23: 245Q4 23: 260Q1 24: 269269Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022209
Q4 2022228
Q1 2023228
Q2 2023234
Q3 2023245
Q4 2023260
Q1 2024269

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 97 bought or addedQ4 22: 101 cut or sold outQ4 22Q1 23: 107 bought or addedQ1 23: 94 cut or sold outQ1 23Q2 23: 102 bought or addedQ2 23: 101 cut or sold outQ2 23Q3 23: 114 bought or addedQ3 23: 106 cut or sold outQ3 23Q4 23: 117 bought or addedQ4 23: 110 cut or sold outQ4 23Q1 24: 114 bought or addedQ1 24: 139 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 202297101
Q1 202310794
Q2 2023102101
Q3 2023114106
Q4 2023117110
Q1 2024114139

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ2 23 calls: $708.6kQ2 23 puts: $223.8kQ2 23P/C 0.32Q3 23 calls: $1.1mQ3 23 puts: $305.3kQ3 23P/C 0.27Q4 23 calls: $2.9mQ4 23 puts: $243.8kQ4 23P/C 0.08Q1 24 calls: $4.2mQ1 24 puts: $149.2kQ1 24P/C 0.04
Numbers
QuarterCallsPutsP/C
Q2 2023$708.6k$223.8k0.32
Q3 2023$1.1m$305.3k0.27
Q4 2023$2.9m$243.8k0.08
Q1 2024$4.2m$149.2k0.04

Biggest buyers

MORGAN STANLEY Added +2,781,886+2.8m
Capital Research Global Investors Added +2,364,545+2.4m
Select Equity Group, L.P. Added +996,694+996.7k
VANGUARD GROUP INC Added +986,774+986.8k
Capital World Investors New +517,064+517.1k
NEUBERGER BERMAN GROUP LLC Added +387,544+387.5k
Artemis Investment Management LLP New +218,531+218.5k
CITIGROUP INC Added +122,338+122.3k
ROYCE & ASSOCIATES LP Added +100,000+100.0k
Bancreek Capital Management, LP New +69,979+70.0k

Biggest sellers

P2 Capital Partners, LLC Reduced -1,096,186-1.1m
VICTORY CAPITAL MANAGEMENT INC Reduced -542,594-542.6k
MACQUARIE GROUP LTD Reduced -400,385-400.4k
DIMENSIONAL FUND ADVISORS LP Reduced -300,764-300.8k
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Reduced -253,645-253.6k
GW&K Investment Management, LLC Reduced -229,946-229.9k
SILVERCREST ASSET MANAGEMENT GROUP LLC Reduced -157,549-157.5k
CARDINAL CAPITAL MANAGEMENT LLC /CT Reduced -149,730-149.7k
Allspring Global Investments Holdings, LLC Reduced -120,134-120.1k
ArrowMark Colorado Holdings LLC Reduced -112,900-112.9k

Biggest calls

SIMPLEX TRADING, LLC Added $2.2m28.4k shares
CITADEL ADVISORS LLC Reduced $1.1m13.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $887.0k11.3k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $149.2k1.9k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution -6.7 pts · filed 2026-08-07 8.3% -6.7 pts 4.5m≈ $143.2m 2026-08-07
BANK OF MONTREAL /CAN/ 13G · institution new · filed 2026-05-13 6.4% new 3.5m≈ $112.5m 2026-05-13
Winn David Randall 13G · passive investor new · filed 2025-05-08 5.2% new 2.8m≈ $90.0m 2025-05-08

Fell to 5% or below in the last year: Capital Research Global Investors (0.0%, 2026-05-14), MORGAN STANLEY (3.0%, 2026-05-11), VANGUARD GROUP INC (0.0%, 2026-03-26), Durable Capital Partners LP (3.0%, 2026-02-17)

Insider purchases and sales in Q1 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q2 22: 0 buyingQ2 22: 3 sellingQ3 22: 0 buyingQ3 22: 2 sellingQ3 22Q4 22: 0 buyingQ4 22: 2 sellingQ1 23: 0 buyingQ1 23: 3 sellingQ1 23Q2 23: 0 buyingQ2 23: 2 sellingQ3 23: 0 buyingQ3 23: 2 sellingQ3 23Q4 23: 0 buyingQ4 23: 1 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20220—3$1.0m—
Q3 20220—2$3.7m—
Q4 20220—2$2.5m—
Q1 20230—3$8.3m—
Q2 20230—2$2.3m—
Q3 20230—2$1.5m—
Q4 20230—1$1.5m—
Q1 20240—0——

None reported in Q1 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 10,098,19210.1m $792.7m $792.7m 0.02% Added +2.8m +2,781,886
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 3,705,0903.7m $290.8m $290.8m 0.01% Added +986.8k +986,774
3 BlackRock Inc. 0.01% of their portfolio New York, NY 3,445,1003.4m $270.4m $270.4m 0.01% Reduced -97.6k -97,596
4 Capital Research Global Investors 0.06% of their portfolio Los Angeles, CA 3,128,7383.1m $245.6m $245.6m 0.06% Added +2.4m +2,364,545
5 Burgundy Asset Management Ltd. 1.76% of their portfolio Toronto, A6 2,179,7982.2m $171.1m $171.1m 1.76% Added +28.3k +28,299
6 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 2,017,4722.0m $158.4m $158.4m 0.04% Reduced -300.8k -300,764
7 P2 Capital Partners, LLC 12.98% of their portfolio New York, NY 1,399,0111.4m $109.8m $109.8m 12.98% Reduced -1.1m -1,096,186
8 Select Equity Group, L.P. 0.36% of their portfolio NEW YORK, NY 1,261,6711.3m $99.0m $99.0m 0.36% Added +996.7k +996,694
9 NEUBERGER BERMAN GROUP LLC 0.08% of their portfolio NEW YORK, NY 1,184,6091.2m $93.0m $93.0m 0.08% Added +387.5k +387,544
10 Allspring Global Investments Holdings, LLC 0.14% of their portfolio CHARLOTTE, NC 1,175,6981.2m $92.3m $92.3m 0.14% Reduced -120.1k -120,134
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,075,0051.1m $84.4m $84.4m 0.00% Added +4.2k +4,203
12 BloombergSen Inc. 7.24% of their portfolio TORONTO, A6 1,067,7761.1m $83.8m $83.8m 7.24% Reduced -21.2k -21,175
13 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,056,1611.1m $82.9m $82.9m 0.01% Added +29.8k +29,769
14 Mawer Investment Management Ltd. 0.37% of their portfolio CALGARY, A0 1,029,9281.0m $80.8m $80.8m 0.37% Reduced -3.1k -3,072
15 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.50% of their portfolio NEW YORK, NY 940,533940.5k $73.8m $73.8m 0.50% Reduced -157.5k -157,549
16 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 924,519924.5k $72.6m $72.6m 0.01% Reduced -16.1k -16,125
17 GW&K Investment Management, LLC 0.61% of their portfolio BOSTON, MA 875,264875.3k $68.7m $68.7m 0.61% Reduced -229.9k -229,946
18 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 828,199828.2k $65.0m $65.0m 0.01% Reduced -6.5k -6,509
19 Premier Fund Managers Ltd 2.21% of their portfolio GUILDFORD, X0 713,698713.7k $55.7m $55.7m 2.21% Reduced -2.2k -2,244
20 NEUMEIER POMA INVESTMENT COUNSEL LLC 4.95% of their portfolio CARMEL, CA 687,115687.1k $53.9m $53.9m 4.95% Reduced -78.7k -78,740
21 FIL Ltd 0.05% of their portfolio HAMILTON, D0 677,776677.8k $53.2m $53.2m 0.05% Unchanged
22 Granite Investment Partners, LLC 1.96% of their portfolio EL SEGUNDO, CA 655,529655.5k $51.5m $51.5m 1.96% Reduced -24.8k -24,781
23 MACQUARIE GROUP LTD 0.05% of their portfolio Sydney, NSW 2000, C3 568,045568.0k $44.6m $44.6m 0.05% Reduced -400.4k -400,385
24 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 553,145553.1k $43.4m $43.4m 0.01% Added +45.3k +45,321
25 Fenimore Asset Management Inc 0.87% of their portfolio Cobleskill, NY 526,789526.8k $41.4m $41.4m 0.87% Added +950 +950
26 Capital World Investors 0.01% of their portfolio LOS ANGELES, CA 517,064517.1k $40.6m $40.6m 0.01% New
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 506,103506.1k $39.7m $39.7m 0.01% Added +3.1k +3,098
28 FMR LLC 0.00% of their portfolio BOSTON, MA 462,097462.1k $36.3m $36.3m 0.00% Added +4.2k +4,247
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 391,904391.9k $30.8m $30.8m 0.00% Reduced -51.4k -51,366
30 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 385,634385.6k $30.3m $30.3m 0.00% Reduced -38.3k -38,253
31 CARDINAL CAPITAL MANAGEMENT LLC /CT 1.31% of their portfolio GREENWICH, CT 332,600332.6k $26.1m $26.1m 1.31% Reduced -149.7k -149,730
32 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio CHICAGO, IL 329,557329.6k $25.9m $25.9m 0.07% Reduced -253.6k -253,645
33 BESSEMER GROUP INC 0.05% of their portfolio WOODBRIDGE, NJ 329,357329.4k $25.9m $25.9m 0.05% Added +20.6k +20,567
34 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.10% of their portfolio DENVER, CO 303,096303.1k $23.8m $23.8m 0.10% Added +18.6k +18,638
35 NORGES BANK 0.00% of their portfolio OSLO, Q8 292,720292.7k $23.0m $23.0m 0.00% Reduced -24.8k -24,805
36 ArrowMark Colorado Holdings LLC 0.22% of their portfolio Denver, CO 248,887248.9k $19.5m $19.5m 0.22% Reduced -112.9k -112,900
37 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 236,519236.5k $18.6m $18.6m 0.01% Reduced -40.1k -40,149
38 Artemis Investment Management LLP 0.22% of their portfolio EDINBURGH, X0 218,531218.5k $17.1m $17.1m 0.22% New
39 ROYCE & ASSOCIATES LP 0.14% of their portfolio New York, NY 200,181200.2k $15.7m $15.7m 0.14% Added +100.0k +100,000
40 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 190,969191.0k $15.0m $15.0m 0.00% Reduced -2.0k -2,025
41 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 182,896182.9k $14.4m $14.4m 0.00% Reduced -16.1k -16,125
42 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 180,850180.8k $14.2m $14.2m 0.00% Reduced -35.6k -35,633
43 Fiera Capital Corp 0.04% of their portfolio MONTREAL, A8 163,675163.7k $12.8m $12.8m 0.04% Reduced -8.7k -8,685
44 Paradice Investment Management LLC 2.18% of their portfolio Denver, CO 160,227160.2k $12.6m $12.6m 2.18% Reduced -99.0k -99,045
45 FIRST MANHATTAN CO. LLC. 0.04% of their portfolio NEW YORK, NY 146,655146.7k $11.5m $11.5m 0.04% Reduced -4.6k -4,645
46 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 136,484136.5k $10.7m $10.7m 0.01% Added +122.3k +122,338
47 BLAIR WILLIAM & CO/IL 0.03% of their portfolio CHICAGO, IL 130,191130.2k $10.2m $10.2m 0.03% Added +66.0k +65,968
48 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 125,556125.6k $9.9m $9.9m 0.00% Added +713 +713
49 SEGALL BRYANT & HAMILL, LLC 0.18% of their portfolio CHICAGO, IL 125,457125.5k $9.8m $9.8m 0.18% Reduced -1.8k -1,800
50 TWO SIGMA ADVISERS, LP 0.02% of their portfolio NEW YORK, NY 115,323115.3k $9.1m $9.1m 0.02% Reduced -45.8k -45,800
51 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio COLUMBUS, OH 107,306107.3k $8.4m $8.4m 0.03% Reduced -13.0k -12,953
52 Summit Creek Advisors LLC 1.05% of their portfolio MINNEAPOLIS, MN 106,615106.6k $8.4m $8.4m 1.05% Added +23.6k +23,632
53 UBS Group AG 0.00% of their portfolio ZURICH, V8 100,659100.7k $7.9m $7.9m 0.00% Reduced -1.1k -1,108
54 Swiss National Bank 0.00% of their portfolio ZURICH, V8 88,30088.3k $6.9m $6.9m 0.00% Unchanged
55 Pacific Capital Partners Ltd 4.49% of their portfolio LONDON, X0 87,50087.5k $6.9m $6.9m 4.49% Reduced -5.0k -5,000
56 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 85,57585.6k $6.7m $6.7m 0.01% Reduced -20 -20
57 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 76,73776.7k $6.0m $6.0m 0.00% Reduced -2.2k -2,186
58 Boston Partners 0.01% of their portfolio BOSTON, MA 72,26872.3k $5.7m $5.7m 0.01% Reduced -11.3k -11,315
59 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 71,17071.2k $5.6m $5.6m 0.00% Reduced -1.7k -1,697
60 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 71,16771.2k $5.6m $5.6m 0.01% Added +2.4k +2,380
61 KING LUTHER CAPITAL MANAGEMENT CORP 0.02% of their portfolio FORT WORTH, TX 70,22770.2k $5.5m $5.5m 0.02% Added +178 +178
62 Bancreek Capital Management, LP 4.09% of their portfolio SANTA MONICA, CA 69,97970.0k $5.5m $5.5m 4.09% New
63 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 69,67869.7k $5.5m $5.5m 0.01% Reduced -2.2k -2,230
64 STRS OHIO 0.02% of their portfolio COLUMBUS, OH 69,30069.3k $5.4m $5.4m 0.02% Reduced -25.4k -25,400
65 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio FRANKFURT AM MAIN, 2M 67,18467.2k $5.3m $5.3m 0.01% Added +37.2k +37,213
66 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 65,73465.7k $5.2m $5.2m 0.01% Added +2.8k +2,844
67 Retirement Systems of Alabama 0.02% of their portfolio MONTGOMERY, AL 64,73864.7k $5.1m $5.1m 0.02% Reduced -12.8k -12,818
68 RICE HALL JAMES & ASSOCIATES, LLC 0.26% of their portfolio San Diego, CA 58,92558.9k $4.6m $4.6m 0.26% Reduced -202 -202
69 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1.21% of their portfolio BERMUDA RUN, NC 57,64557.6k $4.5m $4.5m 1.21% Unchanged
70 THOMPSON SIEGEL & WALMSLEY LLC 0.07% of their portfolio RICHMOND, VA 56,70056.7k $4.5m $4.5m 0.07% Reduced -3.0k -3,000
71 Laurus Global Equity Management Inc. 2.11% of their portfolio TORONTO, A6 56,60056.6k $6.0m $6.0m 2.11% Unchanged
72 GREAT LAKES ADVISORS, LLC 0.04% of their portfolio CHICAGO, IL 56,06156.1k $4.4m $4.4m 0.04% Reduced -13.9k -13,909
73 TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio AUSTIN, TX 55,26855.3k $4.3m $4.3m 0.03% Added +37.9k +37,935
74 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 52,68152.7k $4.1m $4.1m 0.00% Reduced -3.0k -3,030
75 Trexquant Investment LP 0.08% of their portfolio STAMFORD, CT 51,84351.8k $4.1m $4.1m 0.08% Added +38.9k +38,876
76 CHATHAM CAPITAL GROUP, INC. 0.74% of their portfolio SAVANNAH, GA 51,45751.5k $4.0m $4.0m 0.74% Added +5.7k +5,690
77 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 51,32551.3k $4.0m $4.0m 0.01% Reduced -110.4k -110,428
78 Legal & General Group Plc 0.00% of their portfolio London, X0 51,15551.2k $4.0m $4.0m 0.00% Added +764 +764
79 ARGENT CAPITAL MANAGEMENT LLC 0.12% of their portfolio ST LOUIS, MO 50,95851.0k $4.0m $4.0m 0.12% Added +879 +879
80 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 50,00450.0k $3.9m $3.9m 0.00% Added +14.2k +14,173
81 Roundview Capital LLC 0.29% of their portfolio PRINCETON, NJ 45,88145.9k $3.6m $3.6m 0.29% Unchanged
82 Bridge City Capital, LLC 1.31% of their portfolio LAKE OSWEGO, OR 45,78145.8k $3.6m $3.6m 1.31% Added +359 +359
83 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 45,62145.6k $3.6m $3.6m 0.00% Added +8.7k +8,669
84 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 45,16645.2k $3.5m $3.5m 0.00% Reduced -2.7k -2,683
85 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 44,88544.9k $3.5m $3.5m 0.00% Reduced -26.2k -26,187
86 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 43,71743.7k $3.4m $3.4m 0.00% Added +311 +311
87 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 43,47543.5k $3.4m $3.4m 0.01% Reduced -1.3k -1,302
88 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 43,46543.5k $3.4m $3.4m 0.02% Added +1.1k +1,130
89 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 43,29343.3k $3.4m $3.4m 0.00% Reduced -542.6k -542,594
90 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 42,59442.6k $3.3m $3.3m 0.00% Reduced -32.2k -32,198
91 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 42,00642.0k $3.3m $3.3m 0.00% Added +1.5k +1,472
92 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 39,99440.0k $3.1m $3.1m 0.00% Reduced -110 -110
93 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 36,81436.8k $2.9m $2.9m 0.00% Added +21.5k +21,533
94 Manatuck Hill Partners, LLC 1.24% of their portfolio WESTPORT, CT 35,80035.8k $2.8m $2.8m 1.24% Reduced -64.2k -64,200
95 MARTINGALE ASSET MANAGEMENT L P 0.05% of their portfolio BOSTON, MA 34,27534.3k $2.7m $2.7m 0.05% Reduced -6.5k -6,462
96 Calamos Advisors LLC 0.01% of their portfolio NAPERVILLE, IL 33,44533.4k $2.6m $2.6m 0.01% Reduced -4.8k -4,773
97 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 32,16132.2k $2.5m $2.5m 0.00% Reduced -6.7k -6,675
98 CHASE INVESTMENT COUNSEL CORP 0.93% of their portfolio CHARLOTTESVILLE, VA 31,86731.9k $2.5m $2.5m 0.93% Reduced -958 -958
99 PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio BOSTON, MA 31,31131.3k $2.5m $2.5m 0.01% Reduced -4.2k -4,246
100 Millington Financial Advisors, LLC 1.62% of their portfolio NAPERVILLE, IL 28,93728.9k $2.3m $2.3m 1.62% Added +872 +872